June 16, 2024

  • We added marginal tax bracket to the Compare tab in alternative profile report.
  • Moved the Annual Spending Reduction Limit to its own screen in Maximization report setup to simplify the screens and make clear that the setting applies to all maximization options, not just annuitization.
  • Chart/table labels for Floor plans in the Upside Investing range report were confusing and incorrect, including the trajectory percentile as if it was a range. This has been fixed.